Footstool Financial

05/28/2026

You work hard for your income — but how it’s classified for tax purposes can change everything: Taxable means you pay now; tax-deferred means you pay later; and tax-free means you may never pay! Smart financial planning isn’t just about how much you earn; it’s about what kind of income you build. Watch this short video to learn other important disclosures and then let’s look at what’s inside your buckets. https://bit.ly/3RzkQK5

05/18/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

05/07/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

04/30/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

04/27/2026

When deciding where to live, income tax savings are just part of the equation. Housing, everyday expenses, and other levies determine your true cost.

04/16/2026

How can married, high net worth couples incorporate “tax-wise” strategies into their estate planning documents? Read this article from The Nautilus Group to learn about three basic strategies that can help to eliminate or minimize estate and transfer taxes, and then let’s talk about which strategy might be optimal for your specific circumstances. The Nautilus Group®️ is a service of New York Life Insurance Company.

04/02/2026

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or heirs.

03/26/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

03/19/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

03/16/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.